Amaltas Asset Management LLP provides bespoke investment solutions for high-net-worth individuals. The Keystone Fund focuses on a concentrated portfolio of 10-15 carefully selected stocks. These holdings are identified for their potential to achieve a compound annual growth rate (CAGR) of at least 30% in earnings over a 3-5 year period. The fund employs a rigorous approach, characterized by disciplined value investing principles and comprehensive forensic due diligence.
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31 December 2025
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Keystone Fund | Multi Cap & Flexi Cap | — | — | — | Jan 2025 |
| Strategic Opportunities Series 1 | Multi Cap & Flexi Cap | — | — | — | Jul 2025 |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
An alumnus of BITS Pilani (Class of 2014), the individual possesses prior experience as an Investment Banker at JP Morgan, with postings in both Mumbai and New York. Their professional background includes serving as a lead analyst on transactions valued at over $1 billion, encompassing Mergers & Acquisitions, buyouts, and Initial Public Offerings. This expertise is primarily focused on the North American Real Estate sector.
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SEBI Registration: INP000009126
Registered Office: AMALTAS ASSET MANAGEMENT LLP, 303, 3RD FLOOR, BGTA GANGA CHS, WADALA TRUCK TERMINAL, ANTOP HILL, MUMBAI 400037
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
